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Portfolio (Quarterly) Guide ↗

ARMSTRONG ADVISORY GROUP, INC

· CIK 0001932952
13F Portfolio $1.5B AUM 959 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 159 Added 205 Reduced 46 Exited
Page 42 of 48  ·  958 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 36.0 $3K $93.89 +136.1%
822 CNH INDL N V 300.0 $3K $11.00
823 WAB WABTEC Industrials 13.0 $3K -2.0 -13.3% $249.92 +2.6%
824 ALC ALCON AG Healthcare 43.0 $3K $75.37 -10.2%
825 MMT MFS MULTIMARKET INCOME TR Financial Services 700.0 $3K $4.62 -2.6%
826 VVX V2X INC Industrials 47.0 $3K $68.51 +8.0%
827 MCR MFS CHARTER INCOME TR Financial Services 500.0 $3K $6.06 -1.8%
828 SCHR SCHWAB STRATEGIC TR 120.0 $3K -1K -90.1% $24.92 -1.1%
829 AFRM AFFIRM HLDGS INC Technology 65.0 $3K -100.0 -60.6% $45.83 +51.1%
830 ARES ARES MANAGEMENT CORPORATION Financial Services 27.0 $3K $109.11 +14.8%
831 SEI SOLARIS ENERGY INFRAS INC Energy 52.0 $3K $56.52 +33.4%
832 RFI COHEN & STEERS TOTAL RETURN Financial Services 263.0 $3K $11.14 +1.2%
833 NNE NANO NUCLEAR ENERGY INC Industrials 142.0 $3K NEW $20.49 +41.9%
834 FOREMOST CLEAN ENERGY LTD 3,000.0 $3K NEW $0.96
835 FCPT FOUR CORNERS PPTY TR INC Real Estate 122.0 $3K $23.66 +7.1%
836 MRCY MERCURY SYS INC Industrials 39.0 $3K $72.92 +36.2%
837 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 500.0 $3K -450.0 -47.4% $5.68 -2.6%
838 AMKR AMKOR TECHNOLOGY INC Technology 63.0 $3K NEW $45.03 +63.1%
839 IXJ ISHARES TR 30.0 $3K $93.57 +0.5%
840 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 93.0 $3K $30.13 +14.9%
Page 42 of 48  ·  958 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.7%
Financial Services 23.8%
Industrials 13.5%
Consumer Cyclical 9.6%
Healthcare 7.7%
Utilities 4.7%
Consumer Defensive 4.7%
Energy 4.6%
Communication Services 4.2%
Real Estate 1.5%